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SBK Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

SBK Financial’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$273K Hold
1,801
– – 0.43% 56
2022
Q3 		$245K Hold
1,801
– – 0.38% 57
2022
Q2 		$261K Hold
1,801
– – 0.34% 59
2022
Q1 		$299K Hold
1,801
– – 0.3% 58
2021
Q4 		$302K Buy
+1,801
New +$295K 0.24% 62

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SBK Financial's IWD Position: Q4 2022 in Review

SBK Financial held its iShares Russell 1000 Value ETF (IWD) position steady in Q4 2022 at 1,801 shares worth $273K. The position accounts for 0.43% of the portfolio, ranked #56.

SBK Financial first reported a position in IWD in Q4 2021 and has held it in 5 quarters since. The position peaked at $302K in Q4 2021. 1,463 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

  • SBK Financial held 1,801 shares of iShares Russell 1000 Value ETF worth $273K as of Q4 2022.
  • SBK Financial left its iShares Russell 1000 Value ETF share count unchanged in Q4 2022.
  • iShares Russell 1000 Value ETF made up 0.43% of SBK Financial's portfolio in Q4 2022, its #56 holding.
  • SBK Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 5 quarters since.
  • SBK Financial's iShares Russell 1000 Value ETF position peaked at $302K in Q4 2021.
  • 1,463 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.